Collaborate
Keep documents protected, organized, and easy to track from start to finish
5 capabilities
Secure document workflows give your team one clear path for creating, accessing, customizing, and tracking documents. Grant specific privileges, hand off responsibilities, and apply security rules that fit each type of document. You control how signatures look and where they sit, and how your branding carries through, so the finished document looks the part. Shared access still respects every permission you've set, so confidential material stays that way. Each action, whether it's a view, an edit, a send, or a sign, shows up in the activity and history reports, which makes regulated content much easier to manage from start to finish.
Give each person a role that decides how they work with documents: admins configure, FormWizers create, senders manage. Clear boundaries mean fewer mistakes, safer handling, and a team that can see who's responsible for what.
Apply document-level restrictions like view-only mode, blocked downloads, or field masking. These rules protect confidential content, line up with your compliance obligations, and stay enforced the same way every time.
Tie documents to specific applications so they stay organized and separated. People only reach documents in the apps they're assigned to, which keeps workflows clean and out of the wrong hands, useful when several divisions share the platform.
Set how signatures appear: style, alignment, and whether they're drawn, typed, or uploaded. Consistent formatting makes documents look professional and helps you meet the requirements your industry expects.
Follow each document through its whole life: uploaded, edited, sent, signed, viewed, or declined. Detailed logs and filtering make it easy to spot where things stall and to pull exactly the action you're looking for, whether for an audit or a review.
More capabilities that pair well with Document Workflows
Keep recipient details organized and send every document to the right people
Learn moreCollaborateSee each client's documents, templates, status, and history in one place
Learn moreOrganizeKeep brands, branches, and departments separate without juggling accounts
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